|
126
|
Evoke Wealth
Los Angeles,
California
|
$39.3M
|
+$705K
|
+3,162
|
+2%
|
|
|
127
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$38.8M
|
+$538K
|
+2,412
|
+1%
|
|
|
128
|
Prodigy Asset Management
Omaha,
Nebraska
|
$38.5M
|
+$1.39M
|
+6,227
|
+4%
|
|
|
129
|
FIDELIS iM
Medford,
Oregon
|
$38.3M
|
+$1.44M
|
+6,473
|
+4%
|
|
|
130
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$38.1M
|
-$527K
|
-2,362
|
-1%
|
|
|
131
|
Rational Advisors
Huntington,
New York
|
$37.9M
|
-$496K
|
-2,227
|
-1%
|
|
|
132
|
Crews Bank & Trust
Wauchula,
Florida
|
$37.7M
|
+$650K
|
+2,915
|
+2%
|
|
|
133
|
Avantax Planning Partners
Dubuque,
Iowa
|
$37.5M
|
-$11.3M
|
-50,797
|
-23%
|
|
|
134
|
Vise Technologies
New York
|
$37.3M
|
–
|
–
|
–
|
|
|
135
|
American Financial Advisors
Marietta,
Georgia
|
$37.2M
|
-$983K
|
-4,410
|
-2%
|
|
|
136
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$36.8M
|
+$3.96M
|
+17,749
|
+12%
|
|
|
137
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$36.5M
|
+$191K
|
+858
|
+0.5%
|
|
|
138
|
Diversified Trust
Memphis,
Tennessee
|
$36.2M
|
+$77.1K
|
+346
|
+0.2%
|
|
|
139
|
Investment Advisory Services
The Woodlands,
Texas
|
$34.7M
|
-$275K
|
-1,233
|
-0.8%
|
|
|
140
|
Human Investing
Lake Oswego,
Oregon
|
$34.6M
|
+$723K
|
+3,243
|
+2%
|
|
|
141
|
|
$34.2M
|
-$193K
|
-866
|
-0.5%
|
|
|
142
|
Allworth Financial
Folsom,
California
|
$34.2M
|
-$107K
|
-482
|
-0.3%
|
|
|
143
|
Sapient Capital
Indianapolis,
Indiana
|
$33.8M
|
+$3.34M
|
+14,972
|
+11%
|
|
|
144
|
EP Wealth Advisors
Torrance,
California
|
$33.7M
|
-$1.16M
|
-5,205
|
-3%
|
|
|
145
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$33.3M
|
+$107K
|
+478
|
+0.3%
|
|
|
146
|
Valmark Advisers
Akron,
Ohio
|
$33.1M
|
+$158K
|
+707
|
+0.5%
|
|
|
147
|
Clearstead Advisors
Cleveland,
Ohio
|
$32.8M
|
-$4.94M
|
-22,172
|
-13%
|
|
|
148
|
Seneca Financial Advisors
Rochester,
New York
|
$32.3M
|
+$576K
|
+2,584
|
+2%
|
|
|
149
|
|
$31.6M
|
-$76.5K
|
-343
|
-0.2%
|
|
|
150
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$31.5M
|
-$2.56M
|
-11,486
|
-7%
|
|
